Origin:
Be immersed in a horizontal stroke from whole of market of not saturated November colophony dish level, experience look forward to is firm November prices, draw near market of not saturated colophony greets the end of the year to become warped end prices. Cost end rises continuously drive, market of not saturated colophony will hold out home December go up atmosphere is full-bodied. Company order improves in succession, start working also goes tall subsequently, company price rises subsequently 100-300 yuan / ton differ; Carry brace up valence mood is held out inside field. Like that as chill of northward air temperature, downstream order is insufficient, duan Jiang situation draws raw material go up pace of cost of the angle below the circumstance rises in price lack of power, it is difficult that new price clinchs a deal, but hand in inside field cast turn weak. End on December 22 closing quotation, 196# of domestic Hua Dong market receives 9700 yuan / ton, relatively go up at the beginning of November 200 yuan / ton, annulus comparing goes up 2.11% .
Prop up market of not saturated colophony to rise small make up summary to have the following factor:
Supply a face to prop up above all
At present trade go into operation is led 33% , at present at present according to survey of short duration does not have each manufacturer inventory pressure, order of the whole after rising in price is passable.
Company name | Produce can (10 thousand tons) | Device circumstance |
New this world | 48 | Tianjin unit is current start working 8 into; Zhangzhou inferior state unit is current start working 8 into |
Shandong flying source | 12 | Unit go into operation 8 into the left and right sides |
Aid source is thalassic | 10 | 4-5 of current go into operation becomes the left and right sides |
Henan Xin Zheng | 10 | 7-8 of current go into operation becomes unit the left and right sides |
Pu Tianyu sincere | 10 | 6-7 of current go into operation becomes unit the left and right sides |
Morning treasure (Yun Fu + Fosan) | 40 | Go into operation of cloud float device, Guangdong unit 2 into |
Guangdong blessing cropland | 14 | 5-6 of unit go into operation becomes the left and right sides |
Solid heart Er | 5 | Current go into operation 7 into the left and right sides |
Day and | 20 | Nantong day and 8-9 of unit go into operation become the left and right sides; Zhejiang day and start working 6 into |
Guangdong solid heart | 9 | Current go into operation 4 into the left and right sides |
Heibei double strong | 20 | 8-9 of current unit go into operation is become |
Changzhou day is new | 10 | 6-7 of unit go into operation becomes the left and right sides |
Shandong Kaiweier | 40 | Start working 5 into the left and right sides |
Flourishing forest | 41 | Current unit 5 into the left and right sides; Heart city first phase 2 period device, current go into operation 4 into |
Jinan oasis | 1.5 | Full load of current unit go into operation |
Zhong Yi | 8 | Device leaves at present 5 into the left and right sides |
Cost face:
Styrene face: Crude oil or have small go up, and in light of manufacturing cost end, probability of hasten firm concussion increases, maintain fixed cost to prop up to styrene. Respect of styrene oneself supply and demand, anticipate device restarts restore to will affect homebred styrene to supply have small increment, and the situation that just needed weak merchandise on hand by force downstream does not have qualitative change. Price of market merchandise on hand rises a quantity to shrink, lunar end meets existence controls pair of markets such as tower above goods. The message looks expect styrene market first strong hind arrange infirmly. Anticipate Jiangsu styrene spot price is in next week 8400-8700 yuan / ton.
Arrange anhydride face: Unit of department of short the current political situation is difficult answer produce, fluid anhydride is regional tight situation or continuously, odd pressure of each factory autograph is not great before the end of the year, counterpoise for still just having speech to the price, do not eliminate the price to take tall trend further. Supply at present reach demand to continue be locked in a seesaw struggle, increase in cost downstream, and follow-up of terminal order for goods puts uncertainty to anticipate next discretion are chased after tall, new sheet just needed to give priority to with production, but colophony much raw material all has rise trend, although majority goes up finite, but styrene, suitable anhydride goes up bigger, and apiration also is produced to colophony factory below difficult ask of goods of suitable anhydride advantage influential, if just needed to be able to last follow-up, arrange anhydride to still appear to go up easily to drop hard at the appointed time; If just needed to have,decrease, and odd apiration of partial plant autograph is taller, futures price has shipment yielding benefit to expression falls or raise difference of buying and selling, will go up to plant shift the operation has restriction, additionally device of the area in attention China restores progress.
: of benzene anhydride face?
The city after looking into, supply reach cost two strong supporter are propped up below, market of not saturated colophony will keep firm before the section in rise rhythm. But northward air temperature is inferior, order can decrease stage by stage, start working also can reduce subsequently: Face phase of close the end of the year, merchandise on hand holds money business to be followed more give priority to with respect to city shipment all right, downstream demand appears together with ceaseless and atrophic posture, accordingly pressure of unbalance of supply and demand will increase subsequently. Next week colophony of 196# of Hua Dong market looks in 9700-9800 yuan / ton.
